Katherine Zolnik signed Morrow Sodali LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Morrow Sodali LLC's EIN is 26-0616024.
Download the official 2024 Form 5500 (PDF) for Morrow Sodali LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Morrow Sodali LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $4K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KESTRA ADVISORY SERVICES | 35-2552359 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| ISHARES S&P 500 INDEX I | Registered Investment Companies | — | — | $2.9M | 31.2% | |
| AMERCENT ONE CHOICE 2025 I | Registered Investment Companies | — | — | $704K | 7.6% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $666K | 7.2% | |
| AMERCENT ONE CHOICE 2060 I | Registered Investment Companies | — | — | $631K | 6.8% | |
| AMERCENT ONE CHOICE 2050 I | Registered Investment Companies | — | — | $534K | 5.8% | |
| AMERCENT ONE CHOICE 2055 I | Registered Investment Companies | — | — | $390K | 4.2% | |
| ISHARES RUSSELL 2000 SM CAP I | Registered Investment Companies | — | — | $389K | 4.2% | |
| AMERCENT ONE CHOICE 2035 I | Registered Investment Companies | — | — | $351K | 3.8% | |
| GS LG CAP GROWTH INSIGHTS INST | Registered Investment Companies | — | — | $339K | 3.7% | |
| AMERCENT ONE CHOICE 2030 I | Registered Investment Companies | — | — | $294K | 3.2% | |
| AMERCENT ONE CHOICE 2045 I | Registered Investment Companies | — | — | $266K | 2.9% | |
| VANGUARD FEDERAL MM INV | Registered Investment Companies | — | — | $211K | 2.3% | |
| ISHARES MSCI EAFE INTL INDEX I | Registered Investment Companies | — | — | $184K | 2.0% | |
| FIDELITY ADVISOR TOTAL BOND Z | Registered Investment Companies | — | — | $167K | 1.8% | |
| AMERCENT ONE CHOICE 2040 I | Registered Investment Companies | — | — | $165K | 1.8% | |
| FRANKLIN UTILITIES FUND - ADV | Registered Investment Companies | — | — | $162K | 1.7% | |
| T ROWE PRICE VALUE FUND I | Registered Investment Companies | — | — | $124K | 1.3% | |
| AMERICAN FUNDS NEW WORLD R6 | Registered Investment Companies | — | — | $112K | 1.2% | |
| MASSMUTUAL MID CAP GR I | Registered Investment Companies | — | — | $108K | 1.2% | |
| JPMORGAN SMALL CAP VALUE R6 | Registered Investment Companies | — | — | $92K | 1.0% | |
| DFA GLOBAL REAL ESTATE SEC I | Registered Investment Companies | — | — | $84K | 0.9% | |
| AMERCENT ONE CHOICE RETIRE I | Registered Investment Companies | — | — | $84K | 0.9% | |
| MACQUARIE HIGH INCOME R6 | Registered Investment Companies | — | — | $57K | 0.6% | |
| MFS MID CAP VALUE FUND - R6 | Registered Investment Companies | — | — | $43K | 0.5% | |
| JH STRAT INCOME OPPS R6 | Registered Investment Companies | — | — | $28K | 0.3% | |
| BNY MELLON NATURAL RESOURCES I | Registered Investment Companies | — | — | $27K | 0.3% | |
| JANUS HENDERSON TRITON FUND N | Registered Investment Companies | — | — | $26K | 0.3% | |
| INVESCO OPP INTERNL GRTH Y | Registered Investment Companies | — | — | $24K | 0.3% | |
| MFS INTL NEW DISCCOVERY R6 | Registered Investment Companies | — | — | $12K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| INVESTMENT/FINANCIAL ADVI |
| $40K |
| — |
